The integration will automate document workflows between CAIS and iCapital and the Pershing platform.

With addition of The Bancorp Bank, advisors and clients will have one more choice on the Envestnet Credit Exchange

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

LPL's technology announcements included improved paperless workflows and a proprietary feature to make client meetings easier.

Advisors can begin to take these strategic actions today to better prepare themselves to support future digital asset capabilities.

Seventy-seven percent of North American advisors surveyed by Broadridge indicated that they have lost business due to inadequate technology.

The robo advisor and fintech is targeting the gaps between its business lines.

Channel-based messaging platform Slack will be rolled out to LPL Financial's 17,000 advisors, allowing teams to communicate faster than with email.

Free from the shackles of the wirehouse, creating a website and brand identity will help advisors exploring independence stand out.